PPB Capital Partners Announces Momentum in Business Growth
August 6, 20246 min
Reports rapid acceleration of its business over the past 24 months
Enfusion Introduces the Next Phase of Portfolio Workbench
August 5, 20246 min
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers
Intellectia.AI Unveils AI Investment Platform at LSEG Conference
August 2, 20245 min
Intellectia.AI (“the Company”), a pioneering fintech startup championing the next wave of AI-native financial platforms for discerning investors, shared insights into the application of AI in financial investment research at the AI Innovation and the Future of Data Intelligence Summit in Shenzhen organized by LSEG (London Stock Exchange Group) Data & Analytics. Founded in 2023, Intellecita.AI has built a comprehensive AI-powered investment research platform for retail investors globally with a mission to democratize financial analysis....
Advisors Excel Names Tony Compton President of Annuity Marketing
August 2, 20243 min
Advisors Excel announced that Tony Compton has been named President of Annuity Marketing. In his new role, Compton will lead efforts to drive growth and profitability for Advisors Excel’s Annuity division. With extensive leadership experience spanning multiple decades, Compton most recently served as Senior Vice President at MassMutual Ascend, where he oversaw the broker dealer and Registered Investment Advisor (RIA) business and third-party Registered index-linked Annuity (RILA) distribution. “Tony’s impressive track record of collaborating with both broker...
HamptonRock Partners Launches Wealth Management Advisory Practice
August 1, 20244 min
David Dodson joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office
1900 Wealth Management™ Austin Office Adds Managing SVP
August 1, 20247 min
Highly Experienced Finance Executive Melissa Torres Anderson Will Direct 1900 Wealth Management’s Business Development in the Austin Market San Antonio-based, family-owned investment advisor 1900 Wealth Management™ (1900 Wealth®) today announced it has tapped Melissa Torres Anderson to be managing senior vice president for its Austin office. “Melissa is a seasoned executive with extensive experience in finance, operations, reporting and private fund operations and compliance,” said 1900 Wealth President Todd Brockwell. “She is a leader with proven ability to provide strategic...
Oversubscribed SDL III Significantly Exceeds Target, Creating the Largest Direct Lending Fund in the Firm’s History and the Largest Institutional Fund in the Market
Travis Alexander Named to “150 Advisors to Watch” List
July 30, 20245 min
AdvisorHub ranks Crux #50 on the list of financial advisory firms with over one billion in Client Assets
S64 Announces Successful Close of Series A Funding Round
July 29, 20245 min
S64, the global alternatives fintech and solutions partner to the wealth management industry, announced the successful close of its Series A funding round which includes investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank, two prominent institutional investors. The new capital and strategic partnerships will accelerate S64’s growth and expansion strategy, enhancing its cutting-edge product manufacturing capabilities and proprietary technology platform. This investment will support the firm’s ambition to unlock rising demand from private...
GoldenTree Asset Management Hires Head of Real Estate Credit Origination
July 29, 20244 min
GoldenTree Asset Management LP, a global asset management firm with approximately $55 billion in assets under management, has announced the hiring of Sam Friedland as Principal and Head of Real Estate Credit Origination, a newly created role. He will be based in the firm’s New York office and will report to Lee Kruter, Partner and Head of Performing Credit. Friedland brings almost 15 years of expertise and relationships in the real estate industry to GoldenTree....